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To: H James Morris who wrote (125804)6/1/2001 9:45:50 AM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 164685
 
>> I don't think GST got stuck with ARIBA, and I know he thought anyone buying YHOO in the 200's was nuts.

HJ, You really have to rub it in re Ariba, don't you! You know every time I'm ready to dump this stock because it is down, I look at the other similar stocks like i2 and manu, and they are down too. So I can't tell if Ariba is in the dump on its own merits, or it is just suffering from general panic selling. And therein lies my dilemma. So I'm still long arba and i2 in that sector. And I really went overboard in buying i2 the past few days. I sure hope it works out. Else I might have to join GST in living in the great out of doors. Because I'll be thrown out of my in-doors.

By the way, I don't believe in the gloom regarding semi's. I think they will roar back sooner and higher than the doom-sayers think.

Go Ariba..................